A noted employee benefits lawyer, author, and speaker, Beth Alcalde represents Fortune 500 companies and other public and private entities, including those in the hospitality, healthcare, and higher education sectors, throughout the United States. As a leader within the firm, Beth is a longtime…
Bryce Benson litigates complex disputes for a broad range of clients, including Fortune 500 corporations, mid-size companies, and individuals. His experience spans a variety of sectors, including financial services, energy, healthcare, technology, and manufacturing. Bryce has substantial experience…
Ranked by Chambers USA for both taxation and tax controversy, The Legal 500, and Best Lawyers in America, David Blum provides transactional, tax planning, and tax litigation counsel to local and multinational businesses throughout the United States. His practice serves a variety of sectors including…
Michael Bowen is the chair of Akerman's State and Local Tax Practice, a national team advising multistate clients on compliance, controversy, and litigation matters in all 50 states. He serves clients in the financial, automotive, manufacturing, retail, ecommerce, pharmaceutical, healthcare, energy,…
Tim Bramwell focuses his practice on public finance and health care finance, including related securities and tax matters. He represents issuers, underwriters, trustees, financial institutions and borrowers in a variety of transactions, including public bond offerings and private placement…
John Buckun focuses his practice on federal, state and local, and international tax matters. John represents closely held companies, middle market clients, private equity funds, and multinational corporations on all aspects of taxation including, the formation, operation and liquidation of…
Maria Carantzas represents multistate businesses in state and local tax compliance, audits and protests. Her work includes negotiating with multiple state and local departments of revenue. Maria’s clients include banks, finance companies, national retailers, multi-state companies, including…
Diana Clarkson focuses her practice on federal and state tax aspects of corporate transactions, including entity planning, mergers and acquisitions, reorganizations, tax-free spin-offs, and restructurings. Her significant tax background adds value to the counsel she gives businesses and their…
With over three decades of experience in the practice of trusts and estates law, Paul Collins helps individuals and families preserve their assets and plan for the future. His work includes trust and estate planning and administration, both in the United States and internationally. His particular…
A Certified Public Accountant and tax lawyer, Steve Cottrell focuses his practice on representing finance companies, national retailers, internet retailers, banks, and other multistate business in state and local tax matters. He advises companies on multistate income and sales tax planning, M&A…
Sandy Davis advises privately-held and publicly-traded companies, high-net worth investors, and investment funds on a broad range of U.S. and international tax matters. His practice is both transactional and advisory, focusing on corporate, M&A, partnership, finance, joint venture, real estate,…
Formerly counsel at the Federal Deposit Insurance Corporation, Raye Curry Elliott works with financial institutions, national retailers and other companies in state and local tax controversy matters throughout the United States. Her experience includes refund actions, audit defense, administrative…
Lorie Fale provides state and local tax counsel related to transactional matters, tax planning, and refund claims. She has more than 24 years of experience as a Florida state tax controversy specialist, dealing with all aspects of Florida audits, refunds, and assessment management. Prior to…
Lauren Ferrante focuses her practice on state and local taxation. She represents clients at all stages of state and local controversy disputes at the audit, administrative and judicial levels. In particular, Lauren has extensive experience defending clients against qui tam (False Claims Act) claims…
Charles advises clients on a wide range of federal tax and ERISA matters regarding employee benefits and executive compensation. His practice encompasses qualified and nonqualified plans, executive compensation arrangements, federal income and employment taxes, and health and welfare…
Angelica Fortney works with public and private companies on the design and implementation of tax-qualified and 403(b) retirement plans, health and welfare plans, cafeteria plans, and non-qualified deferred compensation plans. Her experience includes preparing plan documents, amendments, and summary…
Alejandro García-Villalpando advises public and private companies, private equity firms, and hedge funds on domestic and international tax and corporate matters, with a focus on the tax aspects of cross-border transactions, including the structuring of inbound and outbound U.S. investments.…
A versatile tax lawyer, Stefi George advises clients in tax planning, compliance, controversy, tax insurance underwriting and litigation. Stefi’s practice encompasses all areas of state and local tax controversy and planning, including income tax, gross receipts, payroll, and sales and use tax.…
Joshua Hamlet focuses on a broad range of state and local, international, and federal taxation matters. He advises privately held businesses, partnerships, and tax-exempt organizations on tax planning, controversy, and compliance-related issues. He also represents clients before the Internal Revenue…
With significant experience in all facets of federal tax controversy, Erin Hines focuses her practice on IRS examinations, appeals, and litigation. Erin is proficient with regard to IRS procedures, resolution mechanisms, and litigation strategy, making her an effective advocate for her clients. Erin…
Elizabeth Hughes is a highly skilled attorney who focuses on fiduciary litigation, with a particular concentration on disputes that arise from Florida estates, trusts, and guardianships. Elizabeth’s experience includes successfully litigating and resolving complex cases involving will and trust…
Carolyn Kershner focuses her practice on foreign and domestic income tax planning and litigation, state and local tax planning and litigation, corporate and cross-border transactions, employee benefits and executive compensation, not-for-profit and tax-exempt organizations, and estate planning for…
Farid Khosravi is a member of the Tax Practice Group and focuses his practice on international tax planning and controversy. He has more than 17 years of international tax experience both in client service and in-house with a diversified, Fortune 500 manufacturing and materials sciences company. He…
Erika Labelle represents public and private businesses in transactional tax, REIT, and controversy matters. She focuses her practice on corporate and partnership tax planning and structuring, including taxable and tax-free corporate mergers, stock and asset acquisitions, reorganizations,…
Sara Langan focuses her practice on tax equity financed transactions, including securing tax benefits from federal and state low-income housing, historic rehabilitation, and renewable energy tax credits. She has several years of experience representing investors, syndicators, and developers in…
Pete Larsen is the co-chair of Akerman’s national Tax Practice Group, a team advising clients in global tax compliance and controversy matters, including complex transactions in the middle market. The practice was recognized by Law360 as a “Tax Practice Group of the Year” for its precedent-setting…
Anne Levin-Nussbaum, a federal income tax lawyer for more than 25 years, focuses her practice on transactions involving the development, financing, sales and acquisitions of renewable energy projects. She advises her clients on energy tax credits, depreciation and other tax incentives for…
Jennifer Lindy focuses her practice on cross-border and international tax issues in disputes with the IRS during all phases of the tax controversy and litigation process for individual, partnership/pass-through, and multinational corporate taxpayers.
She has over 18 years of diverse experience in…
Robert Loewy focuses his practice on U.S. and international tax planning. He advises both domestic and foreign clients with regard to tax efficient transactions. Rob's practice is both transactional and advisory, focusing on the taxation of financial instruments and products, hedge funds, and…
Chelsy is an associate in the Tax Practice Group. Chelsy focuses her practice on a broad range of federal, state, and international tax matters.
As part of her practice, Chelsy routinely advises private equity firms, corporations, partnerships, and individuals on tax-efficient structures for all…
Jorge Maldonado Vargas is an associate in the Tax Practice Group. He has experience in a broad range of domestic and international tax and corporate matters and has advised international and domestic companies. Among his areas of expertise, Jorge focuses on the tax and corporate aspects of cross…
Gabe Marinaro focuses his practice on all aspects of employee benefits and executive compensation. He regularly counsels publicly traded and privately held companies, tax-exempt organizations, and governmental entities on a variety of employee benefits and executive compensation matters.
Gabe…
John McCaffrey focuses his practice on the tax aspects of energy project financings. John represents investors in connection with their investments in renewable energy assets, including solar, wind, and storage projects, across a wide variety of structures, including sale-leaseback and partnership…
Richard C. Milstein concentrates his practice on complex, not so complex, and high conflict trust, probate, estate, and guardianship litigation and administration. With Richard’s over four decades of experience in these areas, he ably assists clients and members of families, whether related or not,…
Gregg Moran counsels businesses and organizations ranging from small nonprofits to public, for-profit companies and governmental entities on a variety of corporate, employment, and tax matters. His practice encompasses qualified and nonqualified plans, executive compensation arrangements, federal…
Dale Noll represents trustees, personal representatives, guardians, and beneficiaries in a wide variety of fiduciary issues, and assists them in their roles as fiduciaries in administering estates, guardianships, and trusts. A particular focus of his practice is the representation of corporate or…
David Otero’s national practice focuses on bankruptcy and tax litigation and counseling. A partner in both the Tax and Bankruptcy & Reorganization Practice Groups, his clients include Citigroup, Capital One, Nissan, Santander Bank, Sears, Synchrony Financial, U.S. Bank, Venus Fashion, and…
Kevin Platt focuses on a broad range of federal and state income tax planning matters, including tax issues related to M&A, joint ventures, dispositions, financings, reorganizations, restructurings, partnership transactions, and private equity transactions. Kevin routinely drafts and…
Marci Poliakoff's practice focuses on providing general corporate tax and transaction structuring advice with respect to cross-border and domestic deals involving public and private companies. Her work includes drafting, reviewing and negotiating agreements in connection with taxable and tax-free…
Heather Preston focuses her practice on transactional and business tax matters. She has significant experience in tax matters associated with mergers and acquisitions, reorganizations, restructurings, investment fund formation, qualified opportunity funds, cross-border transactions, partnerships and…
Stacey Prince-Troutman works with individuals and families in probate, trusts and estates, and transfer tax controversy matters and has significant experience working with business owners and professional athletes.
Stacey focuses her practice on administering estates and trusts; planning…
Peter Rehm focuses his practice on international tax matters, including transactional analysis for inbound and outbound tax matters, tax controversy related to contesting penalties imposed on corporate and individual taxpayers, foreign tax credits, the Foreign Investment in Real Property Tax Act…
David Rosen represents motor vehicle manufacturers, finance companies, lessors, dealership groups, and other automotive industry participants before tax and regulatory authorities across the United States. He helps clients navigate the taxation of transportation technologies and services, and…
With more than 20 years of experience, Mary Samsa, chair of Akerman's Executive Compensation and Employee Benefits Practice, focuses her practice on executive compensation matters and tax-qualified retirement programs for a wide range of organizations. Her clients include Fortune 500 companies,…
Montaye Sigmon is known for her technical proficiency and pragmatic real-world approach. She is a trusted adviser to her clients, particularly with respect to regulatory compliance and contract matters. Montaye’s expertise spans a variety of employment tax and employee benefits-related laws,…
Amanda Spector is an associate in the Real Estate Practice Group. She focuses her practice on real estate, construction, and data center and other energy infrastructure issues, as well as state and federal government contract matters.
Glen Stankee litigates high-stakes federal income, estate, and gift tax cases in federal trial and appellate courts from Florida to California, including cases involving highly technical international tax issues. He also litigates state and local tax cases in both state and federal courts, including…
Bill Sullivan focuses on a broad range of federal and state income tax planning matters, including tax issues related to M&A, joint ventures, dispositions, financings, reorganizations, restructurings, partnership transactions, and private equity transactions. Bill's practice is particularly…
Rob focuses his practice on representing entities and individuals in complex tax matters. Specifically, he advises clients on matters related to federal and state tax laws and how to minimize the impact of taxes on transactions and transfers. He advocates on behalf of clients before the…
Philip Weingold focuses his practice on federal, state, local, and international tax and corporate matters. He represents limited liability companies, partnerships, public and private corporations, joint ventures, and individuals in a variety of industries and commercial sectors, including media,…